Lee Financial’s Palantir PLTR Stock Holding History

Lee Financial’s Portfolio PLTR Stock Details PLTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,701	Closed	-$302K	–	150
2025 Q4	$302K	Sell	1,701 -1,034	-38%	-$187K	0.04%	117
2025 Q3	$499K	Buy	2,735 +297	+12%	+$48.1K	0.06%	113
2025 Q2	$332K	Buy	+2,438	New	+$286K	0.05%	113
2025 Q1	–	Sell	-2,732	Closed	-$207K	–	174
2024 Q4	$207K	Buy	+2,732	New	+$159K	0.03%	170
2024 Q1	–	Sell	-1,010	Closed	-$17.3K	–	640
2023 Q4	$17.3K	Buy	1,010 +1,000	+10,000%	+$17.8K	﹤0.01%	340
2023 Q3	$160	Hold	10	–	–	﹤0.01%	821
2023 Q2	$154	Hold	10	–	–	﹤0.01%	763
2023 Q1	$85	Hold	10	–	–	﹤0.01%	777
2022 Q4	$64	Hold	10	–	–	﹤0.01%	918
2022 Q3	$0	Hold	10	–	–	﹤0.01%	971
2022 Q2	$0	Hold	10	–	–	﹤0.01%	965
2022 Q1	$0	Sell	10 -57	-85%	-$760	﹤0.01%	915
2021 Q4	$1K	Sell	67 -9	-12%	-$199	﹤0.01%	864
2021 Q3	$2K	Buy	76 +66	+660%	+$1.61K	﹤0.01%	640
2021 Q2	$0	Hold	10	–	–	﹤0.01%	686
2021 Q1	$0	Buy	+10	New	+$274	﹤0.01%	509

Other funds holding PLTR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return